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Atria Wealth Solutions’s JPMorgan US Quality Factor ETF JQUA Stock Holding History

Atria Wealth Solutions’s Portfolio JQUA Stock Details JQUA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$1.02M Sell
17,051
-2,792
-14% -$160K 0.02% 627
2025
Q1 		$1.12M Sell
19,843
-6,655
-25% -$389K 0.01% 837
2024
Q4 		$1.52M Sell
26,498
-11,390
-30% -$660K 0.02% 747
2024
Q3 		$2.14M Buy
37,888
+20,841
+122% +$1.13M 0.02% 609
2024
Q2 		$903K Buy
17,047
+3,925
+30% +$203K 0.01% 941
2024
Q1 		$694K Buy
13,122
+3,936
+43% +$199K 0.01% 1089
2023
Q4 		$440K Buy
+9,186
New +$412K 0.01% 1287

Other funds holding JQUA

SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $6.52B AUM 20.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SMA
Sage Mountain Advisors Atlanta, Georgia $1.43B AUM 16.47% 1-Year Est. Return
DJSG
D.J. St. Germain Springfield, Massachusetts $2.53B AUM 17.43% 1-Year Est. Return
MWA
Midland Wealth Advisors Effingham, Illinois $1.94B AUM 14.31% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return